INVESCO S&P SMALLCAP VALUE W XSVM
$69.55
-0.6% 52w: $48.80 – $70.45
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data48.8059.6270.45
Jun 20, 2025 Jul 2, 2026
Institutional holders
128
+3 QoQ
13F value
$316.0M
-6.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $5K puts
Institutional value by quarter
Number of holders
Who owns XSVM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 854.2K | $51.5M | 0.0% | -0.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 446.9K | $26.9M | 0.0% | -3.8% |
| MORGAN STANLEY | Bank broker | 385.5K | $23.2M | 0.0% | -7.0% |
| 360 Financial, Inc. | Wealth advisor | 324.2K | $19.5M | 5.9% | +3.2% |
| CWM, LLC | Wealth advisor | 213.4K | $12.9M | 0.0% | -3.2% |
| Banco Santander, S.A. | Other | 191.8K | $11.6M | 0.1% | +8.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 190.2K | $11.5M | 0.0% | -11.8% |
| Cetera Investment Advisers | Wealth advisor | 144.6K | $8.7M | 0.0% | +1.1% |
| Altman Advisors, Inc. | Other | 140.0K | $8.4M | 3.5% | +2.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 138.2K | $8.3M | 0.0% | -49.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 118.7K | $7.2M | 0.0% | +5.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 118.3K | $7.1M | 0.0% | -30.2% |
| Private Advisor Group, LLC | Wealth advisor | 112.0K | $6.7M | 0.0% | +2.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 111.6K | $6.7M | 0.0% | -20.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 97.3K | $5.9M | 0.0% | -10.1% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 97.2K | $5.9M | 0.0% | -0.3% |
| Cooper Financial Group | Wealth advisor | 71.7K | $4.3M | 0.4% | -2.6% |
| ROYAL BANK OF CANADA | Bank broker | 71.3K | $4.3M | 0.0% | -12.3% |
| Kellett Wealth Advisors, LLC | Wealth advisor | 68.1K | $4.1M | 2.2% | +4.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 62.6K | $3.8M | 0.0% | -33.8% |
| MONECO ADVISORS, LLC | Wealth advisor | 55.4K | $3.3M | 0.3% | -0.8% |
| Fermata Advisors, LLC | Wealth advisor | 52.0K | $3.1M | 0.7% | -6.2% |
| Del-Sette Capital Management, LLC | Wealth advisor | 51.2K | $3.1M | 1.8% | +397.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 50.8K | $3.1M | 0.0% | +6.6% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 45.8K | $2.8M | 0.0% | +2.8% |
| DOPKINS WEALTH MANAGEMENT, LLC | Wealth advisor | 45.3K | $2.7M | 1.1% | +2.9% |
| Premier Path Wealth Partners, LLC | Other | 39.6K | $2.4M | 0.3% | -13.3% |
| CITIGROUP INC | Bank broker | 39.2K | $2.4M | 0.0% | -1.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 38.8K | $2.3M | 0.0% | +41.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 34.7K | $2.1M | 0.0% | +3.9% |
| Apex Wealth Management, LLC | Wealth advisor | 34.7K | $2.1M | 1.4% | New |
| Williams & Novak, LLC | Wealth advisor | 34.2K | $2.1M | 1.6% | +21.8% |
| IHT Wealth Management, LLC | Wealth advisor | 31.5K | $1.9M | 0.0% | -3.0% |
| Farther Finance Advisors, LLC | Wealth advisor | 31.2K | $1.9M | 0.0% | -4.0% |
| LOWERY THOMAS, LLC | Wealth advisor | 26.0K | $1.6M | 0.9% | +1.2% |
| Spire Wealth Management | Wealth advisor | 25.9K | $1.6M | 0.1% | +0.2% |
| Bestgate Wealth Advisors, LLC | Wealth advisor | 24.3K | $1.5M | 2.6% | -22.9% |
| Independent Advisor Alliance | Wealth advisor | 23.5K | $1.4M | 0.0% | New |
| Traction Financial Partners, LLC | Wealth advisor | 23.0K | $1.4M | 0.9% | -86.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 22.1K | $1.3M | 0.0% | +15.9% |
| SFM, LLC | Wealth advisor | 21.3K | $1.3M | 0.8% | +1.0% |
| ASSETMARK, INC | Wealth advisor | 21.2K | $1.3M | 0.0% | New |
| OxenFree Capital LLC | Wealth advisor | 19.7K | $1.2M | 0.6% | -4.5% |
| JPMORGAN CHASE & CO | Bank broker | 18.9K | $1.1M | 0.0% | +18.9% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 18.1K | $1.1M | 0.0% | -39.7% |
| Marshall Financial Group, LLC | Wealth advisor | 16.9K | $1.0M | 0.2% | -1.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 16.5K | $996K | 0.0% | Held |
| Mariner, LLC | Diversified mechanical | 15.9K | $960K | 0.0% | New |
| Brightwater Advisory LLC | Wealth advisor | 15.9K | $960K | 0.6% | +12.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 15.6K | $942K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.